Estate Planning · September 08, 2025
A $1.5 million tax mistake devastated the Rowland family, proving that even wealthy families with documents in place can lose everything to a simple oversight. Estate planning isn’t just about having a will or trust, it’s about ensuring your plan actually works when your family needs it most. This article reveals how small errors can trigger massive losses and how Life & Legacy Planning® helps protect your legacy. Read more…
Estate Planning · September 01, 2025
Labor Day honors your hard work and, this year, how far every dollar must stretch. With prices up and benefits shifting, you can’t afford probate delays, court fees, or confusion. This piece shows how Life & Legacy Planning helps working families protect assets, avoid costly hold-ups, and ensure minor children and caregivers have immediate support when it matters most. Give your labor a lasting impact. Read more.
Estate Planning · August 20, 2025
Here are a few things women should know about estate planning and how it can help protect the financial security of loved ones. Things like making less in their careers and having less in savings due to pay discrepancies and time taken out of the workforce to raise their families, estate planning is an even more important task.
Business · January 12, 2023
Parents want their kids to work for them, but many are concerned about the potential of litigation from having minors on their payroll. But there are several benefits to hiring kids in your business. Learn how parents can keep their businesses strong, and kids gain the job experience they want without the risk. Read more...
Estate Planning · September 09, 2022
Today, It’s critically important to have the appropriate safeguards in place to reduce the risk of fraud and identity theft, especially for your senior parents. Because your parents are unlikely to be as savvy about digital technology and may be losing some of their powers of discernment as they age, it will almost certainly be up to you to help them in protecting themselves—and ultimately, your inheritance.
Estate Planning · April 29, 2022
When you think about your loved ones who've passed away, you probably don't think very much—or even at all—about the "things" they've left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings the item evokes, not the thing itself. Your family's most precious wealth is not money, but the memories you make, the values you instill, and the lessons you hand down. Protect and preserve what matters to you most.
Estate Planning · June 11, 2021
When you are a kid, finding a suitable gift for Father's Day can be a struggle. You want to get Dad something he'll enjoy, but you can't afford expensive things. And even after you become an adult, that struggle for the perfect Father's Day gift often continues, albeit in a slightly different way. With this in mind, give your father a tribute to the role he has played in your life by preserving his legacy for generations to come with a Family Wealth Legacy Passage.
Business · November 10, 2020
Trademarks give the business its identity. They literally “mark" everything related to the business from its products, letterheads, processes, facilities, and more. But with company logos and taglines flooding the Internet for marketing, it is very easy for a trademark to fall into the wrong hands. At first, it may cause only confusion for your customers but it might bring a pile of expensive lawsuits later. Protect your business now by developing relevant and updated trademark strategies.
Business · November 02, 2020
2020 has set unprecedented variables in business with the advent of COVID-19. You will never know what could go wrong at any given moment. It is possible for your business to be completely swept away by the pandemic without means of protection. One of these means is having comprehensive insurance coverage. This can cover almost anything from properties, professional services, computer systems, business and employment practices and more.
Estate Planning · October 29, 2020
Advanced health care planning is an ideal way to prepare for the future. Being unable to relay your healthcare instructions in the event of death or incapacity will be an added emotional burden to your already distressed loved ones. With the current pandemic overloading hospitals everywhere, it becomes more urgent to put your documents in place before it is too late. Find out what other directives to include in your plan to expedite the decision-making process and to ensure your family’s safety.